Investment Systems and Trading Analyst

Andina Advisors ishiringan

Investment Systems & Trading Analyst for our Logan office. This role supports the CIO and investment team by managing trading workflows,maintainingportfolio models, building operational efficiencies, and helping implement systems that support our investment process.

If you enjoy markets, trading, data, and building better systems, this position offers hands‑on experience in a collaborative environment with meaningful responsibility from day one.

• Execute daily trades under CIO direction
• Maintaini Rebalmodels and account settings
• Process trade-aways and work with Schwab to resolve issues
• Support bulk cash raises and capital call preparation
• Assist with structured note and T-bill maintenance
• Monitortrade alerts and help resolve discrepancies

• Helpmaintainand update model portfolios
• Assist with performance reviews and portfolio analytics
• Support development of internal dashboards and reporting tools
• Assist with quarterly investment materials
• Provide data and research support for the investment team

• Use coding, spreadsheets, or AI tools to streamline workflows
• Assist in building and improving portfolio systems
• Support efforts to automate repetitive tasks and reporting

• Assist with Black Diamond reporting when needed
• Support billing and KPI updates as part of team redundancy

• Interest in markets, trading, and portfolio management
• Strong attention to detail and comfort working with data
• Ability to learn systems quickly and improve processes
• Clear communicator who can work independently and as part of a team
• Comfortable managing multiple tasks in a structured environment
• Curious mindset and desire to grow within an investment team

• 1 to 5 years in trading, portfolio operations, or investment analysis
• Experience with Schwab trading workflows is helpful
• Familiarity withi
  
  Rebalor model-based rebalancing tools
• Strong Excel skills
• Python or interest in learning it is a plus
• Experience in an RIA or asset management environment is valued

Candidates who show strong aptitude and enthusiasm for the role are encouraged to apply even without every listed skill.

• Salary of $65,000 to $85,000 depending on experience
• Performance-based bonus opportunity
• Health insurance premium fully paid for the employee
• Optional family coverage available
• 401(k) with employer contribution
• Opportunity to work closely with the CIO and investment team
• Room for growth as the firm expands its portfolio systems and strategies